Ben Choy

Must read for hospital pharmacists and treatment options for COVID-19. idstewardship.com/coronavirus-co…

@TeamKatiePorter Talk to Kaiser Permanente about this…

Patients over profits. Always.

@amitisinvesting Perhaps the guy that Trump is talking to is not the one that has the power. Perhaps maybe the guy Trump is talking to is the guy the U.S. wants to be in power.

two things can be true 1) we are seeing conflicting headlines daily about the US and Iran negotiating for a potential peace deal 2) these “potential peace talks” aren’t getting leaked for no reason so, Iran is denying all of them for various strategic reasons (more volatility = worse for Trump) but the sheer number of reports around some type of potential peace deal indicates that there absolutely has been dialogue, even if not formally, and the people leaking it to the media want everyone to know that an offramp is possible it feels like Trump wants to end this sooner than later.

@nwagoner Wow… didn’t think this was possible but…. I think the avg age for the Niners players just went UP…

The #49ers get some WR help. In a bit of a surprise, it's Evans, who is 32 and coming off an injury-plagued 2025 season. Before that, however, one of the most consistently productive wideouts in NFL history. Don't expect the Niners to be anywhere close to done at this position this offseason, either.

Bernie Sanders Goes Nuclear On Billionaires With Craziest Tax Proposal Yet zerohedge.com/political/bern…

Outgoing Atlanta Fed President Raphael Bostic signals greater concern about the institution's independence than the more anodyne statements typically offered by his colleagues when the subject comes up He says there's an ongoing threat and the outcome is genuinely uncertain

@zerohedge Sounds like polio is gonna make a comeback…

New Coalition Aims To Ban Vaccine Mandates Across US zerohedge.com/medical/new-co…

VG soaring after Venture Global wins Repsol arbitration case; significant upside unlocked

Aaron Rodgers' comments supporting Mike Tomlin: "Mike T has had more success than damn near anybody in the league for the last 19, 20 years. And more than that though, when you have the right guy and the culture is right, you don't think about making a change." Full comments⬇️

@KNBR Can anyone translate?

Brandon Aiyuk breaks his silence

@RobinhoodApp 🫴

Reply with a 🫴 get a 🦃

@RobinhoodApp 💁‍♂️

@RobinhoodApp Who doesn’t ❤️ merch?

You deserve a treat. Comment below and we may send you some merch.

@unusual_whales Wowzers…

BREAKING: Trump has pardoned Rudy Giuliani, John Eastman, Mark Meadows, Sidney Powell, and over a dozen others federally charged with attempting to interfere with 2020 U.S. election results

@RobinhoodApp 529 accounts!!!

You ask for something, we might build it 👀 Go👇

@RobinhoodApp Make Legend comparable to Trading View.

@AdamSchefter Make grass mandatory at all football fields! Same field that nick bosa tore his ACL back in 2020 against the NYJ. What a bad luck atadium!

Another ACL confirmation today:

Christian McCaffrey has accounted for at least 31% of the 49ers offensive yards each game this season. Week 9: 46% Week 8: 31% Week 7: 62% Week 6: 31% Week 5: 34% Week 4: 36% Week 3: 39% Week 2: 31% Week 1: 36%

@jimcramer No Jim, no!!! Not this one…

Taking my Price Target for Palantir from $200 to $250!

$GRAB Map is The New @googlemaps(B2B)🧵 Here is your Free.99 analysis on GrabMap, for those that selling courses for $50-$500/m, if you are using my $GRAB and other analyses, I don't ask for much, at least give me some credit/cite. And yes 99.999% of my posts are Free.99. If you want to support my work, slap the like/repost, as I don't choose to write "Grab or any Ticker is going to x10 x100-x1000" kind of threads or "mark my words" to please the X Algo. Consider Subscribe($0.33/day) if you want to support my work further and get more in-depth analyses! TLDR: GrabMap could generate $7B-$15B a year alone for Grab B2B segment. That is why you are seeing @AnthonyPY_Tan is mad excited abt this massive opportunity. And it also significantly boost GrabAds long term globally. This precisely proved my point that, Anthony is going to expand to 5B people and we are only 14% thesis realized right now. Grab doesn't have to be just Ride-share/Delivery when expanding! Grab , Southeast Asia's leading AI SuperApp for ride-hailing, food delivery, financial services,Tourism, Dine-Out and more, has developed its proprietary mapping platform, GrabMaps, a massive B2B revenue potential over the next long term, not just in Singapore, Indonesia, Malaysia, Thailand, Philippines, Vietnam, Cambodia, and Myanmar but expanding beyond SEA markets/Customers. 1. GrabMaps: A Strategic Asset GrabMaps is not merely a technological tool but a critical component of Grab's ecosystem, powering its ride-hailing, food delivery, and financial services. Developed in-house, GrabMaps leverages data collected from Grab's vast network of driver-partners across eight SEA countries. This data-driven approach ensures hyper-local customization, addressing the unique challenges of SEA's urban environments, such as narrow alleys, informal roads, and rapid infrastructure changes. The recent announcement of KartaCam2, an upgraded street-level imaging device, marks a significant technological advancement. KartaCam2 enhances data collection by providing higher quality images and more precise location data, which are crucial for maintaining the accuracy and freshness of maps. This breakthrough is part of Grab's broader 2025 AI push, including integrations with @OpenAI 's GPT-4o for vision-based mapping and the establishment of an AI Centre of Excellence. These innovations position GrabMaps as a formidable competitor to Google Maps, especially in regions where localized data is paramount. 2. Revenue implications long term The expansion of GrabMaps into B2B services opens up new revenue streams, which could significantly impact Grab's financial performance over the long term. But GrabMap is a brandnew B2B product, and GoogleMap generates around $13-$20B globally. A. Market Opportunity in Southeast Asia ~The SEA market presents a substantial opportunity for GrabMaps. The foodservice market alone is projected to grow from $223.8 billion in 2025 to $416.3 billion by 2030, indicating a robust demand for services that enhance operational efficiencies. Businesses in logistics, e-commerce, and urban planning could benefit from GrabMaps' precise mapping and navigation capabilities, potentially generating revenue through licensing fees, subscription models, and advertising. ~Grab's existing user base of over 46 million monthly transacting users provides a strong foundation for cross-selling B2B solutions, thereby increasing revenue without significant additional marketing costs. B. Competitive Advantage of a Future $500B MC AI SuperApp over Google Map Google Maps, while dominant, may not be as finely tuned for SEA's unique challenges. GrabMaps' hyper-local data and AI-driven enhancements offer a competitive edge, attracting businesses that require accurate and cost-effective mapping solutions. Revenue from B2B services could include: Licensing Fees: Enterprises can license GrabMaps' APIs and SDKs to integrate mapping functionalities into their operations. Subscription Models: Continuous updates and premium features could be offered on a subscription basis. Advertising Revenue: GrabAds, which leverages mapping data, could generate additional income through targeted advertising. C. Global Expansion is Inevitable ~The partnership with Tino in Mongolia is a strategic move to scale GrabMaps internationally. This marks Grab's first major mapping partnership outside SEA, indicating potential for revenue growth in other regions where Google Maps' dominance is less entrenched or where local data needs are acute. ~The use of IoT devices like KartaCam2 and KartaDashCam for real-time data collection could further enhance GrabMaps' value proposition, potentially increasing revenue through premium service offerings in new markets. D. Synergies w/ other businesses Grab's ecosystem approach allows for synergies between GrabMaps and other services like GrabPay, GrabFood, and GrabTransport. For example, businesses using GrabMaps for logistics could also adopt GrabPay for transactions, creating a revenue multiplier effect. 3. Google Map Revenue in Asia ~Total Revenue in Asia-Pacific (2018): Google APAC, based in Singapore, reported $20.24 billion out of the total $21.37 billion revenue in the Asia-Pacific region. This indicates that a significant portion of Google's revenue in Asia is attributed to Singapore, likely due to its role as a hub for Google’s operations. ~Advertising Revenue: In 2018, Google APAC generated $15.8 billion from advertising alone, compared to $4.4 billion from other activities like Google Play. Advertising on Google properties, including Google Maps, is a major revenue driver. ~Market Share in Search Marketing: Google Maps holds a 62.34% market share in the search marketing category, competing with tools like Wix (26.54%) and Google Ads (4.14%). This dominance suggests that a considerable portion of Google’s advertising revenue in Asia is linked to mapping services. For the full fiscal year 2024, Alphabet (Google's parent company) generated $56.82 billion in revenue from the Asia-Pacific (APAC) region. This represented approximately 16.24% of the company's total revenue for the year. If we take a conservative estimate at 25% of $56.82B of Google's total advertising revenue in Asia is related to mapping services= $14.2B. => If GrabMaps secures even 50% of this market share in SEA, it could generate around $7B annually from this segment alone. GrabMap is 4x lower error rate, 10x lower latency, 75% fewer mapping mistakes, and much cheaper than GoogleMap. With @OpenAI GPT-4o fine-tuning, GrabMaps hit 80% accuracy for speed limits and lanes13-20% above prior levels excelling in occlusions ( rainy monsoons) where Google relies more on satellite data. Now do you understand why Google and HSBC are clapping $GRAB on search and downgrade? Yes, because GrabMap is a massive threat and Grab @AnthonyPY_Tan refused to buy $goto since 2020. Conclusion: Grab's expansion of GrabMaps into B2B services represents a strategic move to challenge Google Maps' dominance in Asia, particularly in SEA and future expansion. The revenue implications are substantial, with potential gains from licensing fees, subscription models, advertising, and international expansions. While Google Maps generates billions in revenue, primarily through advertising, GrabMaps' localized and AI-enhanced approach could carve out a significant niche, especially in regions where precise, real-time mapping data is critical. The success of this strategy will depend on Grab's ability to scale internationally, maintain technological superiority, and effectively monetize its B2B offerings. However, the opportunity is clear, and Grab's ecosystem approach positions it well to capitalize on the growing demand for advanced mapping solutions in a rapidly digitalizing world. This move not only enhances Grab's revenue potential but also solidifies its role as a key player in the global tech landscape. Not Financial Advice! Source: Grab Dot Com.